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Disclosery

D.A. DAVIDSON & CO.: PFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on PFG, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 14,224 PFG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,224 shares
    Change vs previous 13F -731 shares

    0.01% of the 13F portfolio, value $1,533,164.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,955 shares
    Change vs previous 13F +927 shares

    0.01% of the 13F portfolio, value $1,347,610.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,028 shares
    Change vs previous 13F +312 shares

    0.01% of the 13F portfolio, value $1,237,457.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,716 shares
    Change vs previous 13F +478 shares

    0.01% of the 13F portfolio, value $1,137,213.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,238 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $1,051,512.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,228 shares
    Change vs previous 13F -367 shares

    0.01% of the 13F portfolio, value $1,116,054.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,595 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $1,052,431.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,166,916.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).